Transform Your Tomorrow: Unlock the Full Potential of Your 401(k)!

Open Enrollment Meeting - Monday, June 10th

Join us to explore the features and benefits of your retirement plan - including how to enroll, investment choices, and strategies to maximize your returns and secure your financial future.

Time:

    • English meeting - Monday, June 10th at 10 am

 

Reunión de Inscripción Abierta - Lunes, 10 de Junio 2024

Únase a nosotros para explorar las características y beneficios de su plan de jubilación, incluyendo cómo inscribirse, opciones de inversión y estrategias para maximizar sus rendimientos y asegurar su futuro financiero.

Hora:

  • Reunión en español - Lunes, 10 de junio a las 11 am
Open Enrollment Meeting - Friday, June 14th

Join us to explore the features and benefits of your retirement plan - including how to enroll, investment choices, and strategies to maximize your returns and secure your financial future.

Time:

    • English meeting - Friday, June 14th at 10am

 

Reunión de Inscripción Abierta - Viernes, 14 de Junio 2024

Únase a nosotros para explorar las características y beneficios de su plan de jubilación, incluyendo cómo inscribirse, opciones de inversión y estrategias para maximizar sus rendimientos y asegurar su futuro financiero.

Hora:

  • Reunión en español - Viernes, 14 de junio a las 11 am

 

15-min one on ones

Topics to discuss include how to enroll into the 401(k) plan, consolidate outside 401(k) plans, review portfolio/investments or a personalized financial plan.

Reuniones individuales de 15 minutos

Los temas a discutir incluyen cómo inscribirse en el plan 401(k), consolidar planes 401(k) externos, revisar el portafolio/inversiones o un plan financiero personalizado.

HR Contact:

Sindy Gutierrez
sindy@ayresgroup.net
(714) 850-0409, ext. 113

Disclosures:

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and financial planning services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. Waypoint Financial Advisors is a separate entity from LPL Financial.

Ty Rogers | Key West, FL | 49 Bay Drive, Key West, FL 33040 | CA Insurance Lic. # 0F77158.

Jennifer D’ Amico | Key West, FL | 49 Bay Drive, Key West, FL 33040 | CA Insurance Lic. # 0F37907.

The content is developed from sources believed to be providing accurate information. This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material. Some of this material was developed and produced to provide information on a topic that may be of interest. This is not affiliated with the named representative, broker-dealer, state – or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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